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Retirement Planning Group (Kansas)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$547K Buy
8,013
+138
+2% +$9.82K 0.02% 284
2025
Q4 		$547K Sell
7,875
-247
-3% -$16.8K 0.02% 259
2025
Q3 		$546K Buy
+8,122
New +$527K 0.02% 254

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s RDVY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.8% in Q1 2026, buying an estimated $9.82K and bringing the position to 8,013 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #284.

Retirement Planning Group (Kansas) first reported a position in RDVY in Q3 2025 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Retirement Planning Group (Kansas) held 8,013 shares of First Trust Rising Dividend Achievers ETF worth $547K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 138 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $9.82K.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #284 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.